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YODELAR REVIEW from Stephen Pitts
As an independent (DIY) investor, I always refer to the Yodelar website for up to date information
on the investment market. Their published articles and reports give a clear picture of a wide range
of funds and fund managers. They are well researched, accurate and reliable. This information
makes it possible to make sensible investment choices, and I have found this invaluable when
deciding which funds to buy, sell or retain. The facts are clearly laid out in Yodelar's fund performance
tables, and it is then a straightforward task to make the required portfolio changes with confidence.

Thank you Yodelar !

I have been dealing with this Company over the past eighteen months and thus far have found them to be efficient and professional in their services.
Thank you.

Their investment plans were so affordable, top notch and has great returns, I was so happy working with them, they had a great customer support, they attended to me the way I least expected and I'm so happy to bw working with them.

Provides unbiased comparative data on the investment market. Regular interesting facts sent. Friendly and knowledgeable staff.

I have consistently received a great level of service from the Yodelar team. I really like the transparency, you can see the financial performance of your funds at any time through their app, instead of waiting for quarterly statements, which was my experience with another company. With Yodelar the advice given is friendly and very professional, I would recommend their services.

Yodelar consistently provide high quality analysis of fund manager and fund performance and are a go to reference for anyone looking to invest in Global stock markets. Their portfolio service is highly professional and recommended.

Their Investment Magazines always contain in depth and well researched content that I find helpful not only in my professional life but also personally. The reports they produce are very detailed and insightful giving detailed information that is easy to understand. When dealing with their staff I have found them knowledgably, helpful and very courteous. I would not hesitate to recommend them.

Their reports and research are excellent. They are really keen to advise on improving investment results.

Following 25yr managing my own fund based investments, I hit the buffers. Eventually, I turned to Yodelar to blend my high risk, ESG, global and US primary interests + a whole lot of other vehicles!
To date, I have found their customer service and investment advice/performance to be most satisfactory.

I had issues with the length of time it took moving from St James's Place to Yodelar. The Team at Yodelar went above and beyond to help me. I also got my exit penalties reduced under their direction and advise. Their perserverance in helping with my case was outstanding.

They have a high standard of fund knowledge and financial advice coupled with good communication and customer service. I would have no problem recommending Yodelar. Thank you

I am a retired IFA and use Yodelar for their information services only. If you need advice I would have no problem encouraging investors to give them a try. They go to an enormous amount of effort to know which funds perform and which do not, even at the dismay of some large industry players.

Eventually I got my pension away from st James splace and the team at Yodelar were very helpful and courteous during a stressful time my brother in law recommended them and my investments have done well in the time I was with them.

The quality of data and customer support provided by Yodelar is exceptional. Transitioning from our previous financial adviser two years ago has proven to be a decision without regrets. Yodelar send insightful reports every two months demonstrating our funds ranking. Transparent and valuable during rocky markets. We are pleased we moved and confident going forward.

Excellent transparent advice service. Data driven recommendations which we prefe much more.

Good advice, diligent service and very happy to give a positive review.

You have provided complimentary information which is provoking. So am wondering if I can learn more??

During difficult investment times, they have managed to keep our returns well above the MSCI index, their focus on using fund managers that have a good track record and outlook in their sector pays off. We regularly compare our previous investments with St James’s Place, and are so pleased we made the change. Every quarter we receive a report showing the ranking of the funds against all same sector funds, and this is invaluable, especially during markets of late. Very transparent, excellent communication/reporting and customer service.

Invested with Yodlear 3 years ago, and while markets have been rocky over the this time, I find their service and advice to be of the highest standards. I have recommended Yodlear to 2 of my family members who are also very happy.

Having been with SJP for 26 years I became frustrated with the lack of proactive fund re-balancing changes to my investments which saw the value of my pension and ISAs fall.
Having researched I chose to transfer over to Yodelar. Yodelar point out that they have access to over 85,000 funds (many more than SJP) and use a traffic light system to identify good and poor performing funds so they can re-balance the fund mix accordingly. I was very hopeful....
On the plus side I have a great Account management team who are very supportive and informative, always available and respond quickly.
On the fund performance side one year in very little growth thus far regrettably reflecting in a limited drawdown, pension only 2% growth and ISA slight loss as I write. Things are on the up over the last few months so hope this continues.